All Accelerator Companies Likely to Adopt 3D DRAM or zHBM

elonmusk · x · 2026-08-24

Following HotChips discussions, Gavin Baker notes that every accelerator company is likely to pursue 3D DRAM or zHBM variants. Larger firms are running parallel programs, and both memory types are expected to co-exist due to distinct advantages.

Related event: Hot Chips Spotlights AI Memory Crunch: HBM Demand Up 24x, 3D DRAM and zHBM Race Ahead(10 posts)→

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